VWA

Valued Wealth Advisors Portfolio holdings

AUM $192M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.36M
3
+$3.82M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.58M

Top Sells

1
+$12.4M
2
+$5.54M
3
+$1.33M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.18M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$97.6K

Sector Composition

1 Technology 1.77%
2 Financials 0.74%
3 Consumer Discretionary 0.6%
4 Communication Services 0.57%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$864 ﹤0.01%
2
452
$847 ﹤0.01%
+10
453
$828 ﹤0.01%
+5
454
$828 ﹤0.01%
3
455
$821 ﹤0.01%
7
456
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6
+3
457
$819 ﹤0.01%
3
458
$816 ﹤0.01%
+20
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$804 ﹤0.01%
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$803 ﹤0.01%
3
461
$778 ﹤0.01%
8
+5
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$775 ﹤0.01%
13
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$769 ﹤0.01%
8
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$759 ﹤0.01%
26
+8
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$759 ﹤0.01%
+3
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$736 ﹤0.01%
8
467
$733 ﹤0.01%
3
468
$725 ﹤0.01%
11
469
$694 ﹤0.01%
5
470
$687 ﹤0.01%
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471
$683 ﹤0.01%
14
+10
472
$677 ﹤0.01%
13
+8
473
$676 ﹤0.01%
10
474
$674 ﹤0.01%
5
475
$671 ﹤0.01%
14
-5
17 18
19
20 21